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Pultegroup

959 hedge funds and large institutions have $19.1B invested in Pultegroup in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 383 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 90.87%92.4% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 128

2% less funds holding

Funds holding: 982959 (-23)

6% less capital invested

Capital invested by funds: $20.3B → $19.1B (-$1.16B)

15% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 383

18% less call options, than puts

Call options by funds: $151M | Put options by funds: $183M

Holders
959
Holders Change
-23
Holders Change %
-2.34%
% of All Funds
12.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
123
Increased
325
Reduced
383
Closed
128
Calls
$151M
Puts
$183M
Net Calls
-$32.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
426
Dai-ichi Life Insurance Company
Japan
$1.04M
FFO
427
Fiduciary Family Office
Florida
$1.03M +$1.08M +10,008 New
NSEDCP
428
NJ State Employees Deferred Compensation Plan
New Jersey
$1.03M
WCM
429
Washington Capital Management
Washington
$1.03M
CTC
430
Cetera Trust Company
Minnesota
$1.02M +$83.7K +775 +8%
CAG
431
Crestwood Advisors Group
Massachusetts
$1.01M +$1.06M +9,794 New
TCPG
432
Trivant Custom Portfolio Group
California
$1M -$487K -4,510 -32%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$990K +$69.8K +646 +6%
IA
434
Inspire Advisors
Idaho
$983K +$55.6K +515 +6%
NMERB
435
New Mexico Educational Retirement Board
New Mexico
$981K -$43.2K -400 -4%
MSRPS
436
Maryland State Retirement & Pension System
Maryland
$980K -$146K -1,356 -12%
SG Americas Securities
437
SG Americas Securities
New York
$979K -$13.1M -121,711 -93%
SPIA
438
Steward Partners Investment Advisory
New York
$978K -$1.35M -12,505 -57%
Lord, Abbett & Co
439
Lord, Abbett & Co
New Jersey
$969K -$46.7M -432,039 -98%
TCA
440
Transcend Capital Advisors
New Jersey
$965K -$132K -1,223 -12%
Jennison Associates
441
Jennison Associates
New York
$964K
MGP
442
Metis Global Partners
California
$963K +$131K +1,209 +15%
UCFA
443
United Capital Financial Advisors
Texas
$956K +$105K +969 +12%
SA
444
SRN Advisors
Pennsylvania
$948K -$25.2K -233 -2%
IAA
445
Independent Advisor Alliance
North Carolina
$926K -$92.5K -856 -9%
PD
446
Point72 (DIFC)
United Arab Emirates
$926K +$973K +9,008 New
EOJOAM
447
E. Ohman J:or Asset Management
Sweden
$915K
1WM
448
1900 Wealth Management
Texas
$884K +$216 +2 +0%
FCP
449
Fidelis Capital Partners
Florida
$884K +$463K +4,291 +98%
ACA
450
Atlas Capital Advisors
Wyoming
$861K -$54.7K -506 -6%

PHM Hedge Fund Activity: Q1 2025 in Review

959 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2025, worth a combined $19.1B — down 5.7% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of PHM and 123 opened new positions — a net loss of 5 holders — while 383 trimmed existing stakes and 325 added.

The largest buyer was First Trust Advisors, adding an estimated $157M. The largest seller was AQR Capital Management, cutting an estimated $105M.

  • 959 institutional investors held Pultegroup (PHM) as of Q1 2025, down from 982 in Q4 2024.
  • Funds reported $19.1B of Pultegroup stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 123 funds opened new Pultegroup positions in Q1 2025 and 128 closed out, a net change of -5 holders.
  • The largest Pultegroup buyer in Q1 2025 was First Trust Advisors, an estimated $157M added.
  • The largest Pultegroup seller in Q1 2025 was AQR Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2025.